2023-10-13 09:08
In his book ‘Capitalism, Socialism, and Democracy’, Joseph Schumpeter argues that capitalism is ever-changing as new innovations create new markets and rendering existing ones ob… Read More
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Biostrategy Analytics Blog
biostrategyanalytics.wordpress.com
Biostrategy Analytics’s mission is to provide Pharma/Biotech industry professionals with new insights in financial modeling, investment and M&A in the biopharma world
2023-09-09 07:22
Valuation / ownership is one of the key subjects for negotiation between VCs and start-ups, especially at the seed stage where technology validation, go-to-market and commercial risks are hi… Read More
2023-08-26 23:38
VC investment in deep tech is on the rise. But how is deep tech defined? My favorite definition of deep tech is provided by Nathan Benaich (Founder and General Partner at Air Street Capital)… Read More
2021-02-15 17:34
All my previous posts have been related to the market and financial aspects of the pharma and biotech industry. In this post, I am focusing on the human resources aspects and why Biotech is… Read More
2021-02-07 15:46
Few years back, I wrote a post where I constructed the efficient frontier curve based on a combination of 2 assets: biotech stocks (large cap and mid cap) and US treasury bills (see here). T… Read More
2019-12-30 22:40
How do VCs estimate their return on investment? There have been various studies which have produced varying results due to … More Read More
2019-12-16 10:25
Over recent years, biotechnology has uncovered new horizons in transforming patients’ lives. Insulin was the first biologic drug and was … More Read More
2019-10-28 00:56
Celgene recently disposed Otezla indicated for the treatment of psoriasis and psoriatic arthritis to Amgen in $13.4bn deal. Therefore, the question that is raised at this point is whether th… Read More
2019-08-19 00:01
The methodology for valuing biotech products using the risk-adjusted NPV (‘rNPV’) approach has been well established. The concept behind the rNPV method is taking into account th… Read More
2018-11-29 17:38
Big pharma companies have undoubtedly been suffering from low R&D productivity pushing them to revise their business strategy. Although inorganic R&D strategies through M&A and i… Read More
2017-03-18 19:49
Regulators and payers have raised major concerns over recent spikes in drug prices. Unjustified high drug prices (see Valeant case) have triggered not only political comments from U.S… Read More
2017-03-04 19:22
You can find my simple model for your use below: licensing-deal-model_ Drawing on past licensing deals in the biotech space, one can see a major shift in licensing deals strategy. Big pharma… Read More
2016-12-07 23:33
Modern Portfolio Theory suggests that every portfolio has its risk and its corresponding rate of return. Markowitz (1952) showed that there is no “best investment” but… Read More
2016-11-22 16:48
Pharma / Biotech is one of the most M&A intensive industries. Over a period of approximately 20 years, the industry has spent over USD 1.4 trillion in pharma / biotech acquisitions… Read More
2016-11-06 23:01
Brand valuation is a major part of business valuation in certain industries such as food & beverage and consumer home products. For example, Coca-Cola’s brand value is estimated at… Read More
2016-10-11 14:20
In my previous post (see here) I developed a static financial model that incorporated all the necessary parameters to evaluate the potential investment return gain for entrepreneur… Read More
2016-08-03 14:08
One of the main challenges Sales & Marketing teams face is how to forecast the revenue of new products. There exist two principal strategies two estimate the sales of new products h… Read More
2014-07-02 12:17
Investments are the principal growth driver of our global economy. The motive behind every investment shapes the investment deal structure and therefore plays a significant role on the outco… Read More
2014-05-31 15:22
Financial Modelling is both an art and science as it is not only based on Corporate Finance Theory but also on the ability of the Analyst to put theory in practice. This articles d… Read More
2014-04-24 08:14
2014-04-24 08:14
It is rumored that Pfizer will strike a US$ 101 bn. deal for acquiring AstraZeneca. AstraZeneca’s market capitalization prior to these rumors (17.04.2014) was US$ 80 bn. If these rumou… Read More
2006-06-07 11:16
“Shark Tank” is one of my favourite TV Shows. Not only because it is related to the early-stage investment field that is the main driver of major economies but als… Read More
2006-06-07 11:16
Biotech stocks have demonstrated enormous growth during the past few years (see: The U.S. Small and Mid-Cap Biotech Shines: Stocks on the Rise). The average stock return for biotechs wa… Read More
2006-06-07 11:16
Scientists’ acceptance or rejection of management processes has been historically a controversial issue not only at a corporate level but also at a research level. The method used… Read More
2006-06-07 11:16
Developing a Business Plan (BP) is a very frequent action when companies expect a shift in their strategic direction or desire to have a clearer path in the future. The hardes… Read More
2006-06-07 11:16
Forecasting is a major challenge when it comes to budgeting, business planning or even valuation. In order for a Company to make future projections it has to have a good grasp of the market… Read More
2006-06-07 11:16
You can find my new article in the following link: Post-IPO Performance of U.S. Biotechnology Companies Read More
2006-06-07 11:16
Biotech equities have sky-rocketed during 2013. As it is evident from the graph presented below, on Friday 3rd of January 2014, the NASDAQ Biotechnology Index closed at 2,373 a 58% rise comp… Read More
2006-06-07 11:16
Torux Biotech together with Biostrategy Analytics have published an Analyst Report relating to Vectura Plc, a listed (LON:VEC) pharmaceutical company focused on Chronic Obstructive Pulm… Read More
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